Alexandra Allen is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, she held positions at Northwestern Mutual Investment Services LLC and worked in dental and chiropractic office settings. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management approaches supported by model portfolios, research, and various investment strategies.

Colby Anderson is a financial advisor with Equitable Advisors in Portland, OR. He holds a Series 66 designation and joined the firm in 2025. Prior to his advisory role, Colby’s background includes work in wildfire firefighting and various service positions, as well as independent contracting with Door Dash. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels tailored to client goals and risk tolerance.

Noah Dickinson is a financial advisor with Merrill in Portland, OR, holding a Series 66 credential. He has one year of industry experience and has previously worked at Bank of America, Equitable Advisors, and other firms. Outside of finance, he owns and operates Noahfest LLC, a wedding-related business. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Jeffrey Greene is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 66 licenses and bringing 21 years of industry experience. His career includes six years at First Republic Investment Management and related entities prior to joining J.P. Morgan in 2023. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services on a non-discretionary basis, combining large institutional advisory operations with brokerage and investment management capabilities.

Simon Rupard is a financial advisor with Ameriprise in Portland, Oregon, holding Series 63 and Series 66 designations and 21 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Outside of his advisory role, he is writing a science fiction novel that he may self-publish. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations, primarily for clients maintaining assets in Ameriprise-managed accounts.

Jeffrey Capellen is a CFP® professional with 38 years of industry experience, currently affiliated with Raymond James Financial. He has been associated with multiple entities including Project Discovery LLC and Kruse Woods Financial Partners since 2014. Outside of his advisory roles, he is a partner in Project 3.0, a separate business venture. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through various programs and emphasizes advisory and implementation support rather than discretionary management.

John Gall is a financial advisor with RBC Capital Markets in Lake Oswego, Oregon. He holds Series 63 and Series 65 licenses and has 46 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm utilizes a combination of in-house and third-party managers and offers a range of advisory programs and investment options.

Noel Brown is a financial advisor with Morgan Stanley in Portland, OR, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked across multiple Morgan Stanley entities since 2007 and serves on the advisory board of The Investment Integration Project, a consulting group based in Massachusetts. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with various investment and trading activities.

Emily Mcdonald is a financial advisor with LPL Financial, holding a Series 66 credential and 12 years of industry experience. Her background includes roles at Single Point Financial Advisors and Securities America Advisors, where she worked from 2015 to 2020. Outside of her advisory work, she is involved with MAC Ventures LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Daniel Florence is a CFP® and ChFC® with 17 years of experience in the financial industry. He has been with J.P. Morgan Securities in Portland, OR since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Carrie Mullins is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at LPL Financial since 2019 and previously held roles at Foresters Financial and Foresters Advisory Services. Mullins is also a co-owner of Sisters Properties, LLC. LPL Financial serves a broad client base including individuals, retirement plans, and institutions, offering a range of advisory programs and brokerage services supported by research and various portfolio management strategies.

Christopher Bourn is a financial advisor at Fisher Investments with 15 years of industry experience. He holds the Series 65 designation and has been with Fisher Investments since 2007. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment decision process that combines quantitative and qualitative research to construct globally diversified portfolios and utilizes tax-aware strategies and risk management techniques.

Gabriel Schade is a financial advisor with Fidelity in Tigard, Oregon, holding a Series 66 credential and beginning his advisory career in 2025. Prior to joining Fidelity, he worked in various roles including positions at Klaus Roofing Systems of Oregon and Zerorez of Portland. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also manages multi-manager funds and model portfolios, utilizing AI and systematic methodologies in its investment approach.

Lesley Pickens is a financial advisor with Morgan Stanley in Portland, OR, holding a Series 66 designation and 10 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools.

Jack Johnson is a financial advisor with Ameriprise in Wilsonville, OR, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked at MML Investor Services, MassMutual Life Insurance, Northwestern Mutual, and has experience outside the financial industry including employment with the City of West Linn and retail positions. He also assists with the operation and sales of Double Circle Spirits, a distillery in West Linn. Ameriprise provides a retirement-income planning service aimed at clients approaching or in retirement, combining research and modeling to deliver tailored, non-discretionary recommendations. The firm serves clients with substantial investable assets and offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Frances Mc Kay is a CFP® and holds a Series 66 license with 11 years of industry experience. She is currently with Edward Jones, where she has worked since 2024, and previously spent six years at Securities America Advisors. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high- and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a network of over 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Gregory Kimura is a financial advisor with Cambridge Investment Research Advisors, holding CFP® and Series 66 credentials and 23 years of industry experience. He has worked at Cambridge since 2017 and previously spent a decade with SII Investments, Inc. Outside of his advisory role, Kimura serves as a high school sports official. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a large network of independent professionals. The firm offers various portfolio management strategies across multiple platforms and maintains proprietary and third-party model strategies while supporting advisor business relationships that include legal and accounting referrals.

Derek Melvin is a financial advisor at LPL Financial with six years of industry experience. He holds a Series 66 designation and has prior experience at Cambridge Investment Research Advisors Inc. and Cambridge Investment Research, Inc. Melvin is also associated with Finity Group LLC, an advisory firm he has been involved with since 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and a variety of investment strategies.

Katelin Walker is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Raymond James Financial Services Advisors, OnPoint Community Credit Union, and Edward Jones. Outside of her advisory work, she has experience in the restaurant industry with Gino's Restaurant. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary portfolio management supported by in-house and third-party research and investment models.

Lexi Stangel is a financial advisor at OSAIC with Series 63 and Series 66 licenses and four years of industry experience. She has previously worked at The Legacy Group, Ltd., Securities America, Inc., and Oregon Wealth Management. Outside of her advisory work, she is a part-owner of Yamhill Valley Vineyards and a member of the Lake Oswego Rotary Club and the Milwaukie-Portland Elks Club. OSAIC serves a diverse range of retail and institutional clients through a large network of advisers, offering integrated brokerage and advisory services with a variety of investment options and third-party platforms. The firm employs firm-provided asset-allocation tools and supports both discretionary and non-discretionary accounts.